See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $117,983-78.0% | $101,794-74.5% | $142,382-81.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.61% | 36.92%-11.3pp | 30.53%-4.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,989 | $2,773-28.3% | $2,289-13.1% | $4,299-53.7% |
| Participant deferral / active EE | $3,874 | $4,714-17.8% | $4,084-5.1% | $6,507-40.5% |
| Admin fee / account holder | $34 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |